See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,840 | $138,044-86.4% | $125,339-85.0% | $134,475-86.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -31.11% | 750.33%-781.4pp | 572.05%-603.2pp | 417.96%-449.1pp |
| Employer contribution / active EE | $6,087 | $5,243+16.1% | $4,814+26.5% | $4,740+28.4% |
| Participant deferral / active EE | $3,066 | $7,799-60.7% | $7,446-58.8% | $6,400-52.1% |
| Admin fee / account holder | $88 | $11,571-99.2% | $10,010-99.1% | $11,426-99.2% |